Integrate Upsales with Microsoft To-Do
Send information between Upsales and Microsoft To-Do automatically, without writing any code, using Zoho Flow.
Explore prebuilt integration flows to get started
Create a new task in Microsoft To-Do when a new order is created in Upsales
Ensure every order is tracked and prioritised by creating tasks and preventing delays or oversights. This flow will generate a task in Microsoft To-Do each time a new order is made in Upsales.
How it works
- The flow triggers when a new order is created in Upsales.
- Zoho Flow creates a new task in Microsoft To-Do.
Create a new task in Microsoft To-Do when a new order is created in Upsales
Upsales + Microsoft To-Do
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Supported triggers and actions
Integrate Upsales and Microsoft To-Do using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Contact created
Triggers when a new contact is created
Event created
Triggers when a new event is created
Order created
Triggers when a new order is created
Opportunity created
Triggers when a new opportunity is created
Appointment created
Triggers when a new appointment is created
User created
Triggers when a new user is created
Company created
Triggers when a new company is created
Product created
Triggers when a new product is created
Activity created
Triggers when a new activity is created
Task completed
Triggers when an existing task is completed
List created
Triggers when a new list is created
Task created
Triggers when a new task is created
Task updated
Triggers when the details of an existing task are updated
All Actions - Actions are the automated tasks
Create contact
Creates a new contact
Create activity
Creates a new activity
Create order
Creates a new order
Create product
Creates a new product
Create company
Creates a new company
Create appointment
Creates a new appointment
Mark task as completed
Marks the specified task as completed
Create task
Creates a new task
Create list
Creates a new list
Update task
Updates the details of an existing task
Fetch task
Fetches the details of an existing task by subject or ID
Fetch list
Fetches the details of an existing list by name or ID
What is Upsales?
What is Microsoft To-Do?
Microsoft To-Do is a task management application that lets you plan your day with tasks, keep track of deadlines with reminders, and share lists to collaborate on projects.
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Learn more >Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
